证券代码：300724 证券简称：捷佳伟创 公告编号：2025-072 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次归属股票上市流通日：2025年10月16日 深圳市捷佳伟创新能源装备股份有限公司（以下简称"公司"）于2025年9 月19日召开第五届董事会第十六次会议及第五届监事会第十三次会议，审议通 过了《关于公司2023年限制性股票激励计划第二个归属期归属条件成就的议 案》。近日，公司已在中国证券登记结算有限责任公司深圳分公司办理完成 2023年限制性股票激励计划（以下简称"激励计划"或"本激励计划"）第二 个归属期限制性股票的归属登记工作，现就相关事项公告如下： 一、股权激励计划实施情况概要 （一）股权激励计划简介 公司于2023年4月26日召开第四届董事会第十五次会议和第四届监事会第十 三次会议，于2023年5月23日召开2022年年度股东大会，审议通过了《<深圳市 捷佳伟创新能源装备股份有限公司2023年限制性股票激励计划（草案）>及其摘 要的议案》等议案，公司2023年限制性股票激励计划的主要内容如下： 2、本次归属股票数量 ...

Core Viewpoint - The company, Jiejia Weichuang, is actively engaged in the development of perovskite solar cell technology while maintaining its focus on TOPCon technology, indicating a commitment to innovation and meeting customer demands in the photovoltaic sector [2]. Company Developments - Jiejia Weichuang has successfully delivered perovskite solar cell production line equipment to customers, showcasing its capability in providing comprehensive solutions in this emerging technology [2]. - The company is continuously innovating and breaking through in the perovskite equipment field, aligning with technological advancements and customer needs [2]. Industry Trends - The photovoltaic industry is witnessing ongoing developments in various technologies, including TOPCon, XBC, and perovskite, highlighting a dynamic and evolving market landscape [2].

Group 1 - The core viewpoint is that the photovoltaic industry chain has reached a price and profit bottom, with significant effects from the "anti-involution" initiative, leading to an expansion of participants and recovery in product prices [1] - The photovoltaic industry is expected to achieve supply-side improvements through a combination of top-level support, market-driven elimination, and technological iteration, with policies related to capacity and product quality expected to be implemented [1] - As of October 13, 2025, the CSI Photovoltaic Industry Index (931151) has decreased by 2.17%, with mixed performance among constituent stocks [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the CSI Photovoltaic Industry Index (931151) include Yangguang Electric (300274), Longi Green Energy (601012), and TBEA (600089), collectively accounting for 58.02% of the index [2]

China Industrials | Asia Pacific 3Q25 Preview - New Energy Equipment October 9, 2025 09:00 PM GMT LiB equipment orders likely continued to improve sequentially in 3Q, while solar equipment new orders saw further shortfalls for most equipment players. Prefer Wuxi Lead and Hangke. Key Takeaways M Idea Morgan Stanley Asia Limited+ Sheng Zhong Equity Analyst Sheng.Zhong@morganstanley.com +852 2239-7821 Serena Chen Research Associate Serena.Chen@morganstanley.com +852 2848-7107 Chelsea Wang Equity Analyst Jinlin ...

Group 1 - The A-share market indices opened higher and experienced upward fluctuations, with the Guozheng Free Cash Flow Index rising approximately 1.6% [1] - Key stocks such as Hailu Heavy Industry, Baiyin Nonferrous Metals, Shanghai Electric, and Taiji Industry reached their daily limit, while Western Mining, Luoyang Molybdenum, and Jiejia Weichuang also saw gains [1] - The largest free cash flow ETF (159201) followed the index's upward trend, with trading volume exceeding 200 million yuan, indicating active trading [1] Group 2 - According to招商证券, the market is expected to continue the upward trend observed in September, maintaining a low-slope trajectory in October [1] - The assessment of the market being in the second phase of a bull market remains unchanged, with a continuous inflow of incremental funds [1] - The free cash flow ETF (159201) closely tracks the Guozheng Free Cash Flow Index and has shown strong long-term performance, with its stock selection strategy providing significant value compared to traditional dividend strategies [1]

Group 1 - The core point of the news is that Jiejia Weichuang's stock price increased by 5.2% to 105.96 CNY per share, with a trading volume of 1.397 billion CNY and a market capitalization of 36.844 billion CNY as of October 9 [1] - Jiejia Weichuang, established on June 18, 2007, and listed on August 10, 2018, specializes in the research, production, and sales of crystalline silicon solar cell equipment, with its main business revenue composition being 83.34% from process equipment, 12.05% from automation supporting equipment, and 4.62% from components [1] Group 2 - According to data from the top ten holdings of funds, one fund under GF Fund has a significant position in Jiejia Weichuang, specifically the GF CSI Photovoltaic Leaders 30 ETF (560980), which reduced its holdings by 8,900 shares in the second quarter, holding 90,300 shares, representing 3.08% of the fund's net value, ranking as the ninth largest holding [2] - The GF CSI Photovoltaic Leaders 30 ETF (560980) was established on November 16, 2022, with a current size of 159 million CNY, achieving a year-to-date return of 40.23%, ranking 1284 out of 4221 in its category, and a one-year return of 27.31%, ranking 1930 out of 3848, while experiencing a cumulative loss of 30.64% since inception [2] Group 3 - The fund manager of GF CSI Photovoltaic Leaders 30 ETF (560980) is Xia Haoyang, who has been in the position for 4 years and 144 days, managing total assets of 7.708 billion CNY, with the best fund return during his tenure being 94.12% and the worst being -29.88% [3]

Group 1 - The core viewpoint of the news is that Jiejia Weichuang's stock price increased by 5.2% to 105.96 CNY per share, with a trading volume of 1.399 billion CNY and a turnover rate of 4.72%, resulting in a total market capitalization of 36.844 billion CNY [1] - Jiejia Weichuang, established on June 18, 2007, and listed on August 10, 2018, is primarily engaged in the research, production, and sales of crystalline silicon solar cell equipment, with its main business revenue composition being 83.34% from process equipment, 12.05% from automation supporting equipment, and 4.62% from components [1] Group 2 - Among the top ten circulating shareholders of Jiejia Weichuang, E Fund's ETF (159915) reduced its holdings by 164,700 shares in the second quarter, now holding 6.5343 million shares, which accounts for 2.28% of the circulating shares, resulting in an estimated floating profit of approximately 34.2398 million CNY [2] - E Fund's ETF (159915) was established on September 20, 2011, with a latest scale of 85.537 billion CNY, achieving a year-to-date return of 52.99% and ranking 673 out of 4221 in its category, while its one-year return is 50.46%, ranking 870 out of 3848, and since inception, it has returned 268.2% [2]

Core Insights - The photovoltaic industry is experiencing a rebound in prices across the supply chain, indicating a potential recovery in profitability due to ongoing "anti-involution" policies [1][3] - Solar power continues to dominate new power generation installations, with significant growth in capacity and a strong outlook for future installations [2] - Financing for photovoltaic stocks has surged, with substantial net purchases indicating strong institutional interest [4][5] Group 1: Industry Trends - The photovoltaic industry has seen a price rebound since September, with average stock prices for photovoltaic concept stocks rising by 7.82% in September, outperforming the CSI 300 by approximately 4 percentage points [1] - From January to August, new solar power generation capacity added 231 million kilowatts, a year-on-year increase of 90.62 million kilowatts, accounting for 66.81% of all new power generation capacity [2] - The total installed solar power capacity reached 1.12 billion kilowatts by the end of August, marking a year-on-year growth of 48.5% [2] Group 2: Price Movements - Prices in the photovoltaic supply chain have increased, with polysilicon prices rising by 45.71% to 51 yuan per kilogram, and monocrystalline N-type silicon wafer prices increasing by over 50% [3] - The price of photovoltaic glass has also seen significant increases, with 2.0mm and 3.2mm glass prices rising by 28.2% and 15.5%, respectively, since the end of July [3] Group 3: Financing and Stock Performance - In the third quarter, photovoltaic concept stocks received a total net purchase of 16.168 billion yuan in financing, with 22 stocks seeing net purchases exceeding 100 million yuan [4] - Sunshine Power's stock has surged by 139.01% since July, reaching a market value of 335.819 billion yuan, with a net profit of 7.735 billion yuan in the first half of the year, a year-on-year increase of 55.97% [4] - Institutional interest is high, with 15 out of 22 stocks attracting attention from 10 or more institutions, indicating strong market confidence [5]

Market Overview - The photovoltaic equipment sector rose by 1.48% on September 30, with GoodWe leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Key Performers - GoodWe (688390) closed at 64.69, up 12.68% with a trading volume of 178,400 shares and a turnover of 1.094 billion [1] - DeYee (605117) closed at 81.00, up 7.28% with a trading volume of 322,400 shares and a turnover of 2.540 billion [1] - Other notable performers include ST Quanwang (300093) up 5.68%, Star Energy Technology (688348) up 5.45%, and Dike Co. (300842) up 5.45% [1] Decliners - Yicheng New Energy (300080) fell by 7.14% to 5.46, with a trading volume of 2,205,300 shares and a turnover of 126.3 million [2] - ST Muban (603398) decreased by 4.99% to 8.95, with a trading volume of 343,800 shares and a turnover of 310 million [2] - Other notable decliners include Sunshine Power (300274) down 1.83% and Motewei (688516) down 1.69% [2] Fund Flow Analysis - The photovoltaic equipment sector experienced a net outflow of 573 million from institutional investors, while retail investors saw a net inflow of 338 million [2] - Notable net inflows from retail investors were observed in GoodWe (688390) and Dike Co. (300842) [3] - The main net inflow was from Longxi Green Energy (601012) at 253 million, while DeYee (605117) saw a net outflow of 66.3 million from institutional investors [3]

Core Viewpoint - The renewable energy sector continues to strengthen, with significant gains in the ChiNext Renewable Energy ETF (159368), which has increased by 1.31% as of September 30, 2025, and has seen a cumulative increase of over 91% since April 8, 2025 [1] Group 1: ETF Performance - The ChiNext Renewable Energy ETF (159368) is the largest ETF tracking the ChiNext Renewable Energy Index, featuring the highest elasticity with a maximum increase of 20cm [1] - The ETF has the lowest fee structure, with a combined management and custody fee of only 0.2% [1] - As of September 29, 2025, the ETF's scale reached 1.093 billion yuan, with an average daily trading volume of 76.82 million yuan over the past month [1] Group 2: Sector Composition - The ChiNext Renewable Energy Index covers various segments of the renewable energy and electric vehicle industries, including batteries and photovoltaics [1] - The ETF has a storage capacity of 51% and a solid-state battery content of 30%, aligning with current market trends [1] Group 3: Notable Stocks - Key stocks within the ETF include Fulin Precision (20CM limit up), Hunan YN Energy (up over 10%), and Jiejia Weichuang and Zhenghai Magnetic Materials (both up over 5%) [1]